CIMB Islamic Unit Trust

[pakmattempe]

Assalamualaikum warga WC...

Dok cari jugak thread CIMB Unit Trust...tapi tekder lagi...jadi kalau tak keberatan nak juga promote Islamic fund dari CIMB Wealth Advisors...

Apapun saya pastekan dulu top 10 Islamic fund ranking...

10 Dana Unit Amanah Islamic Terbaik (1 year)

Latest top 10 ranking (Equity Malaysia) base 1 year total return (%) 30/11/06 - 30/11/07...

1) CMS Islamic - 81.38%
2) ING Equity Islam - 55.20%
3) SBB Dana Al-Ihsan 2 - 47.72%
4) CIMB-Principal Lifetime Dana Al Mubarak - 46.25%
5) SBB Dana Al-Ihsan - 46.18%
6) SBB Dana Al-Ikhlas - 46.09%
7) MAAKL Al Faid - 44.31%
8) Alliance Dana Adib - 44.07%
9) RHB Islamic Growth - 42.94%
10) PB Islamic Equity - 41.82%

***Sumber dari Personal Money Issue #77 January 2008.

4 dari top 10 ranking Islamic fund dari CIMB...so mana satu pilihan bijak anda....??

[pakmattempe]

Hmmm...ada kata return 1 year tak consistent...ok...tengok 3 years return plak...

10 Dana Unit Amanah Islamic Terbaik (3 years)

Latest top 10 ranking (Equity Malaysia) base 3 years total return (%) 30/11/04 - 30/11/07...

1) CMS Islamic - 123.59%
2) ING Equity Islam - 88.45% ***
3) MAAKL Al Faid - 85.54% ***
4) SBB Dana Al-Ihsan 2 - 80.54% ***
5) Public Ittikal - 78.46%
6) Public Islamic Equity - 74.49% ***
7) MAAKL Syariah Index - 73.23
8) SBB Dana Al-Ikhlas - 73.16% ***
9) Alliance Dana Adib - 71.34% ***
10) Kenanga Syariah Growth - 69.84%

***Not available for 5 years return.

[pakmattempe]

New name of CIMB fund

Please be informed that the new Fund Names will take effect on 3rd January 2008 with the renewal of the CWA Master Prospectus and the issuance of the First Supplementary Master Prospectus to the CIMB-Principal Master Prospectus.

CIMB WEALTH ADVISORS' FUNDS (Islamic)
SBB Dana Al-Azam = CIMB Islamic Small Cap Fund
SBB Dana Al-Faiz = CIMB Islamic Micro Cap Fund
SBB Dana Al-Hafiz = CIMB Islamic Sukuk Fund
SBB Dana Al-Hikmah = CIMB Islamic Enhanced Index Fund
SBB Dana Al-I’tidal = CIMB Islamic Balanced Income Fund
SBB Dana Al-Ihsan = CIMB Islamic DALI Equity Growth Fund
SBB Dana Al-Ihsan 2 = CIMB Islamic DALI Equity Fund
SBB Dana Al-Ikhlas = CIMB Islamic Equity Fund
SBB Dana Al-Mizan = CIMB Islamic Balanced Fund

CIMB-PRINCIPAL'S FUNDS (Islamic)
Asia Pacific Adil Fund = CIMB Islamic Asia Pacific Equity Fund
Lifetime Dana Barakah = CIMB Islamic Balanced Growth Fund
Lifetime Dana Fayyad = CIMB Islamic Short Term Sukuk Fund
Lifetime Dana Mubarak = CIMB Islamic Equity Aggressive Fund
Lifetime Dana Wafiq = CIMB Islamic Enhanced Sukuk Fund

[pakmattempe]

New CIMB Islamic Global Equity Fund yang akan launch pada 8 January 2008. Price per unit 0.50 sen...

Pasaran lebih tertumpu pada US...but not pada US market secara khususnya tapi giant companies kat sana antaranya Exxon Mobil, Microsoft, HP, Roche, Apple, Vodafone, Cisco System dll...

Benchmark Index : Dow Jones Islamic Market Index.

InsyaAllah...segala butiran lanjut akan disertakan nanti...tunggu....!!!

p/s : Siapkan cek awal-awal...min RM1000 pun takper...

[internetwarrior]

Aku dah invest banyak dah guna CIMB dulu SBB ni.. Income DALI 2 tu memang bagus. Tetapi semua guna kakak Ipar aku.

Pasal Global Equity Fund tu aku tak tahu nak ambik ke tak.. Sebab kalau ikut US tengah macam recession sekarang. Petrol dah mencecah USD100/barrel hari rabu hari tu.

This year aku dengar tak sampai 50K utk EPF (akaun 1) pun boleh keluarkan. Dari terperap dalam EPF baik invest, berbaloi.

[zinedine]

Kepada umat Islam yg nak melabur dlm CIMB Unit Trust, mereka wajib mengambil / melanggan fund CIMB Islamic (Islam-pelaburan berlandaskan Syariah) sahaja. Tidak dibenarkan mengambil / melanggan fund CIMB Principal (konvensional-pelaburan tidak berlandaskan Syariah).

Fahami beza dua nama ini (xxxxx merujuk kepada nama fund/dana):
CIMB Islamic xxxxx
CIMB Principal xxxxx

*** Orang Islam wajib ambik CIMB Islamic xxxxx sahaja. UTC yg beragama Islam pun wajib menawarkan CIMB Islamic xxxxx sahaja.

[pakmattempe]

ANNOUNCEMENT OF NEW FUND – CIMB ISLAMIC GLOBAL EQUITY FUND

We are pleased to announce to you the new fund, CIMB Islamic Global Equity Fund, which will be launched on 8th January 2008. The Initial Offer Period (IOP) for this fund is from 8th January 2007 to 28th January 2008.

CIMB Islamic Global Equity Fund aims to provide investors with medium to long-term capital appreciation, through investments in the global markets that comply with the Shariah principles. Kindly note that this fund is open for CASH INVESTMENTS only.

The Fund seeks to achieve its objective by investing principally in equity securities which are Shariah-compliant selected from investment markets around the world, which the fund manager believes are undervalued and have the potential for significant growth. Asset allocation:

§ 70% to 99% of the Fund’s NAV can be invested in Shariah-compliant global equities;
§ The balance of the Fund’s NAV will be invested in Shariah-compliant liquid assets.

[eyu_kolexi]

So mn yg lebih bgus dari public bank kaa takaful kaa yg mn ekk.. sbb skrg ni pun duk cari2 gak...

[pakmattempe]

Originally Posted by eyu_kolexi

So mn yg lebih bgus dari public bank kaa takaful kaa yg mn ekk.. sbb skrg ni pun duk cari2 gak...

Mana-mana pun bagus...yang penting pilih consultant yang boleh buat kerja (tak tidur) supaya dapat memantau pergerakan account anda...

[pakmattempe]

Sedikit info pasal CIMB new Fund yang akan launch pada 18 February 2008.

CIMB Islamic DALI Equity Theme Fund (Local)

Fund benefits
- Identifies future emerging investment theme
- Invest in stocks in the most promising sectors based on sustainable investment themes
- Take advantage of investment themes early on to capitalise on its opportunities
- Invest in Malaysian companies benefiting from global & domestic investment themes
- Shariah compliant - Investments in an ethical way, approved by experienced Shariah advisors
- Eligible for EPF Members Investment Scheme
- No foreign exchange rate risk - Pure domestic play

Investment Strategy
- Up to 98% of NAV in Shariah-compliant Malaysian equity securities
- At least 2% of NAV in Shariah-compliant liquid assets

Sector outlook on key investment themes
- Oil & Gas
- Plantation
- Retail
- Construction

Annual Management Fee Up to 1.50%
Trustee Fee 0.08%*
Application Fee Up to 6.5%
Application Fee (EPF)Up to 3%
Withdrawal Fee Up to 1.0%**

*subject to minimum of RM18,000 p.a.
**chargeable within 3 months from the commencement date

Lagi satu new fund CIMB Principal MENA Equity Fund...invest kat Middle East and North Africa Region (Oil)...memandangkan conventional...maka tak payah ler cite banyak-banyak...